Civic Intelligence

Ray Financial & Insurance Services Inc.

Plan context: Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust

EIN 41-2075962 • Burbank, CA • 8 filings • 3 plans

4000 W Magnolia Blvd., Suite JBurbank, CA 91505
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$570,708

2025 Contributions

$61,184

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$570,708$285,354$0201820222025YearValue
$570,708Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320201820222025YearValue
3Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$570,708$61,184$20,395iApproximate average salary by contribution assumption: employee only about $509,867 at 4% or $339,911 at 6%; with 50% employer match about $339,911 at 4% or $226,607 at 6%; with 100% employer match about $254,933 at 4% or $169,956 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$570,708$61,184$20,395iApproximate average salary by contribution assumption: employee only about $509,867 at 4% or $339,911 at 6%; with 50% employer match about $339,911 at 4% or $226,607 at 6%; with 100% employer match about $254,933 at 4% or $169,956 at 6%.
202413$450,327$98,621$32,874iApproximate average salary by contribution assumption: employee only about $821,842 at 4% or $547,894 at 6%; with 50% employer match about $547,894 at 4% or $365,263 at 6%; with 100% employer match about $410,921 at 4% or $273,947 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$450,327$98,621$32,874iApproximate average salary by contribution assumption: employee only about $821,842 at 4% or $547,894 at 6%; with 50% employer match about $547,894 at 4% or $365,263 at 6%; with 100% employer match about $410,921 at 4% or $273,947 at 6%.
202313$314,704$128,657$42,886iApproximate average salary by contribution assumption: employee only about $1,072,142 at 4% or $714,761 at 6%; with 50% employer match about $714,761 at 4% or $476,507 at 6%; with 100% employer match about $536,071 at 4% or $357,381 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$314,704$128,657$42,886iApproximate average salary by contribution assumption: employee only about $1,072,142 at 4% or $714,761 at 6%; with 50% employer match about $714,761 at 4% or $476,507 at 6%; with 100% employer match about $536,071 at 4% or $357,381 at 6%.
202213$152,458$48,431$16,144iApproximate average salary by contribution assumption: employee only about $403,592 at 4% or $269,061 at 6%; with 50% employer match about $269,061 at 4% or $179,374 at 6%; with 100% employer match about $201,796 at 4% or $134,531 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$152,458$48,431$16,144iApproximate average salary by contribution assumption: employee only about $403,592 at 4% or $269,061 at 6%; with 50% employer match about $269,061 at 4% or $179,374 at 6%; with 100% employer match about $201,796 at 4% or $134,531 at 6%.
202113$130,240$51,057$17,019iApproximate average salary by contribution assumption: employee only about $425,475 at 4% or $283,650 at 6%; with 50% employer match about $283,650 at 4% or $189,100 at 6%; with 100% employer match about $212,738 at 4% or $141,825 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$130,240$51,057$17,019iApproximate average salary by contribution assumption: employee only about $425,475 at 4% or $283,650 at 6%; with 50% employer match about $283,650 at 4% or $189,100 at 6%; with 100% employer match about $212,738 at 4% or $141,825 at 6%.
202013$68,326$16,779$5,593iApproximate average salary by contribution assumption: employee only about $139,825 at 4% or $93,217 at 6%; with 50% employer match about $93,217 at 4% or $62,144 at 6%; with 100% employer match about $69,913 at 4% or $46,608 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$68,326$16,779$5,593iApproximate average salary by contribution assumption: employee only about $139,825 at 4% or $93,217 at 6%; with 50% employer match about $93,217 at 4% or $62,144 at 6%; with 100% employer match about $69,913 at 4% or $46,608 at 6%.
201913$41,977$15,203$5,068iApproximate average salary by contribution assumption: employee only about $126,692 at 4% or $84,461 at 6%; with 50% employer match about $84,461 at 4% or $56,307 at 6%; with 100% employer match about $63,346 at 4% or $42,231 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$41,977$15,203$5,068iApproximate average salary by contribution assumption: employee only about $126,692 at 4% or $84,461 at 6%; with 50% employer match about $84,461 at 4% or $56,307 at 6%; with 100% employer match about $63,346 at 4% or $42,231 at 6%.
201813$21,500$22,565$7,522iApproximate average salary by contribution assumption: employee only about $188,042 at 4% or $125,361 at 6%; with 50% employer match about $125,361 at 4% or $83,574 at 6%; with 100% employer match about $94,021 at 4% or $62,681 at 6%.
Ray Financial & Insurance Services Inc 401(K) Profit Sharing Plan and Trust-3$21,500$22,565$7,522iApproximate average salary by contribution assumption: employee only about $188,042 at 4% or $125,361 at 6%; with 50% employer match about $125,361 at 4% or $83,574 at 6%; with 100% employer match about $94,021 at 4% or $62,681 at 6%.